- CosmoProf (Keswick, CA)
- …media, business and selling skills. In addition to daily sales associate responsibilities, the CCC/CCS maximizes sales by: Creating increased customer retention ... the customer has the knowledge and products needed to meet their client needs. Communicate upward and cross functionally regarding calls, visits, orders, status… more
- CBRE (Los Angeles, CA)
- Senior Associate , Client Care Job ID 183837 Posted 16-Jan-2025 Service line REI Segment Role type Full-time Areas of Interest Investment Management Location(s) ... Client Solutions team is seeking a seasoned Client Care Senior Associate to support capital...support other products as needed, with responsibility for coaching, training , developing other team members. + Project manage the… more
- Wells Fargo (Beverly Hills, CA)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more ... to management for review when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and proactively seek resolutions to … more
- WTW (San Francisco, CA)
- …client . The role requires a deep understanding of the role and responsibilities a WTW Associate Client Advocate. Since the ACA is a key member of the ... offered for this specific job opportunity. **The Role** The Associate Client Advocate (ACA) team lead manages...on ACA service + Managing team performance and securing training where needed + Resolve ACA Team issues &… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …reach Jennifer Fukumae on LinkedIn for prompt consideration!** Job Posting: Senior Client Service Associate Employment Type: Full-Time Location: Walnut Creek; 5 ... Wealth Management (RIA) firm is seeking a full-time experienced Client Service Associate to join their team....top jobs, competitive compensation and benefits, and free online training . Stay on top of every opportunity - whenever… more
- CBRE (Ontario, CA)
- Private Client Program - Associate Job ID 199349 Posted 13-Feb-2025 Service line Advisory Segment Role type Full-time Areas of Interest Sales/Brokerage ... Ontario - California - United States of America **About the role:** CBRE's Private Client Program - Associate role offers a unique opportunity to connect with… more
- ADP (La Palma, CA)
- ADP is hiring customer service professionals for their ** Associate Client Support Consultants** positions. Hybrid position, Monday thru Friday work week. + _Are ... _Do you want to join a company with award-winning training and world-class service guidelines to help you achieve...You carry the weight of ADP's service reputation and client satisfaction in your hands. The nature of what… more
- Robert Half Accountemps (Santa Barbara, CA)
- Description We are offering a short term contract employment opportunity for a Client Services Associate in the financial services industry, based in Santa ... first-rate support and contributing to a smooth and personalized client experience. Responsibilities: * Act as the first point...top jobs, competitive compensation and benefits, and free online training . Stay on top of every opportunity - whenever… more
- Wells Fargo (Pasadena, CA)
- …Advisors training program for meeting personal, professional, and organizational client service and financial goals within the Financial Advisory - Private ... **About this role:** Wells Fargo is seeking an Associate Bank Financial Advisor (LO) in Wealth and...Client function + Review basic or tactical … more
- NTT America Solutions, Inc. (Sacramento, CA)
- …you can grow, belong and thrive. **Your day at NTT DATA** The Senior Associate Client Success Manager is responsible for the onboarding, implementation, and ... **ESSENTIAL DUTIES & RESPONSIBILITIES** + Manages all aspects of client lifecycle from pre-implementation to post-implementation and account renewals, focused… more
- Wells Fargo (Beverly Hills, CA)
- **About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career ... training , military experience, education **Desired Qualifications:** + Brokerage client support experience or financial services industry experience +… more
- Public Consulting Group (Sacramento, CA)
- …across the public sector. To learn more, visit www.publicconsultinggroup.com . ** Client Success Partner - EDPlan Innovations - EDPlan Health- School Nurse** ... Client Success Partners are integral members of the EDPlan...can remain responsive, competitive, and good partners + Provide training on use of the system for end users… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …and reach Jennifer Fukumae on LinkedIn for prompt consideration!** Job Posting: Client Service Associate Employment Type: Full-Time Location: San Francisco- ... + Collaborate with the Advisory Group, Investment Department, and Client Services Team to gain expertise and actively engage...top jobs, competitive compensation and benefits, and free online training . Stay on top of every opportunity - whenever… more
- Wells Fargo (San Diego County, CA)
- **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about ... direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes, scheduling and… more
- Aristotle Capital Management (Newport Beach, CA)
- …research, investment management and client success. We are currently seeking a Senior Associate , Client Service to join our team. The Senior Associate , ... RFPs and questionnaire completions, populating and maintaining various industry databases, client support for the relationship management team, and ad-hoc requests… more
- Raymond James Financial, Inc. (San Francisco, CA)
- …Financial Advisors with marketing efforts including seminars, mail and other client -facing events. * Actively engages in available training /cross- training ... * Helps manage and standardize best practices for various activities: new client on-boarding, large client liquidity events, private placement investment… more
- Raymond James Financial, Inc. (Beverly Hills, CA)
- …assessment and development planning activities as well as formal and informal training and coaching. Skills: Uses clear and effective verbal communications skills ... to start sales conversations that offer value to the client . Works at an intermediate level to navigate customer...effectively establish trust within the buying centers in the client 's organization. Works at an intermediate level to interpret,… more
- Robert Half Finance & Accounting (CA)
- …is a prime opportunity to work alongside experienced advisors, contribute to client success, and advance your expertise in financial planning. Responsibilities: + ... Support client onboarding and manage scheduling, preparation, and follow-ups. +...top jobs, competitive compensation and benefits, and free online training . Stay on top of every opportunity - whenever… more
- Public Consulting Group (Sacramento, CA)
- …service and operations for clients: + initiative planning and ongoing client relationship management + collaborate with external vendors, external consultants, ... transferring knowledge, best practices (external and internal), methodology, and tools to client organizations. + Responds to inquiries and questions in a timely… more
- Vaco (San Diego, CA)
- …+ Founded in 2002 by Big 4 Alumni. **A Day in the Life** Your CFO client just called. Her accounting department could really use help prepping for an upcoming audit. ... you will: + Establish and maintain target list developing client relationships. + Conduct prospecting activities including phone calls,...exotic destinations for you and a guest + Ongoing training and learning forums by industry experts For more… more
